Placements
A live register of every placement you run.
- Placement profile, client and candidate in one place
- Switch between an all-branches view and a single branch's workspace
- Role-based visibility, so consultants only see the desks they work on
UK recruitment & staffing compliance software
Intelligent recruitment & staffing compliance software.
The operating system for outstanding recruitment agencies — candidates, clients, timesheets and compliance, all in one platform.
AgencyOptix
Halden Recruitment
Active home
All Desks
Overview
- Dashboard
Desk
- Candidates
- Clients
Records
- Forms & Records
Workforce
- Recognition
- Timesheets
Admin
- Settings
- Licence
SWNadia OkaforBranch Manager
Collapse
All Desks
Search candidates, clients…⌘K
New Placement
Saturday 8 August
Good morning, Nadia
Everything across the desk · 23 workers out today
Clients
3Search clients...
- 9 workers outCompliant
Brayford Foods
Lincoln · Industrial
- 7 workers out2 docs expiring
Kestrel Care Group
Sheffield · Healthcare
- 7 workers outCompliant
Thornley Logistics
Doncaster · Driving
Your week
Branch Manager · Full time
Next shifts
Rota- TodayDay shift06:00–14:00
- Sun 9 AugDay shift06:00–14:00
- Wed 12 AugNight22:00–06:00
On shift today
3Dean Marsh
Warehouse Operative · Brayford Foods
Priya Shah
Healthcare Assistant · Kestrel Care Group
Alan Reid
Class 2 Driver · Thornley Logistics
Company One
Group Name
Partners Ltd
Provider Ltd
Trust Group
Northern Co
Built so a Branch Manager can see what needs attention today. Not dig through five different systems to find it.
The AgencyOptix team
Platform
One record, eight modules. Log something once and it is already on the dashboard, the timesheet and the report. No copying between systems, no version that is slightly out of date.
Run every desk from one screen. Placements, timesheets and the calendar share a record, so a booking change shows up everywhere it matters without being typed twice.
Timesheets
Build and approve timesheets without a spreadsheet.
- Digital timesheet submission and approval, branch by branch
- Permission-gated editing for branch managers and payroll
- Temp and permanent placements tracked side by side
Calendar
Compliance renewals, reviews and bookings, together.
- One calendar across every branch, filterable by consultant or type
- Upcoming right-to-work and DBS renewals surfaced automatically
- Event details link straight through to the candidate or client record
One record per candidate. Right-to-work, references and compliance documents on a single timeline — the shape an audit expects, kept that way by default.
Candidates
A single record for every candidate on your books.
- Right-to-work, DBS and qualification expiry tracked per candidate
- Placement history and client feedback kept together
- Risk flags surfaced on the dashboard the moment they're logged
Forms & Records
Digital forms built for compliance and audit.
- Drag-and-drop form builder for registration and compliance checks
- Draft and submitted records tracked separately, so nothing goes missing
- A searchable record library for every form ever submitted
Clients and workers, in step. Who is booked where, which documents are close to expiry, and what each client has been invoiced for — without a second spreadsheet.
Clients
Keep every client relationship compliant and on record.
- Contracts, rate cards and account owners tracked per client
- Role-based access from Consultant to Branch Manager
- Client profiles linked directly to placements and bookings
Ready for the question before it is asked. Incident records and audit-grade reports built from what consultants already entered — nothing re-keyed on the day.
Incidents
Complaints and incidents, handled properly.
- Structured incident capture from first report to close-out
- Notes, outcomes and follow-ups attached to a single record
- Trends surfaced so recurring issues don't go unnoticed
Reports
Everything an auditor or client asks for, ready to export.
- Compliance and placement roll-ups across every branch
- Filter by branch, date range or category in seconds
- Built from the same records consultants already enter — nothing re-keyed
Why switch
Stop running your desk across six different systems. The gaps that cause missed renewals, duplicate records and last-minute timesheet chaos — closed.
Today, without a system
With AgencyOptix
Today, without a system
Right-to-work and DBS renewals tracked in spreadsheets — until one gets missed
With AgencyOptix
Renewal dates tracked automatically, with alerts before they lapse
Today, without a system
Compliance and registration forms scattered across paper and email threads
With AgencyOptix
Digital compliance forms, submitted and searchable in seconds
Today, without a system
No live view across branches — problems surface days later
With AgencyOptix
One dashboard shows every branch's open issues, right now
Today, without a system
Timesheets chased and rebuilt from scratch every week
With AgencyOptix
Timesheets submitted once, approved in a click, role-based throughout
Today, without a system
Candidate files, client records and timesheets living in different systems
With AgencyOptix
Every record — candidates, clients, timesheets — in one shared platform
How it works
From kick-off to live, in four steps. We handle the rollout so your team can focus on the desks, not the setup.
- 01
Kick-off
We walk through the rollout plan together, so your team knows exactly what to expect and when.
- 02
Discovery
We look at your branches, your current records and your processes, so the platform is set up to match how you actually work.
- 03
Configure
We set up your branches, clients, roles and permissions, so the platform is ready to use from day one.
- 04
Train & deploy
We train your team, run final readiness checks, and support you through your first weeks live.
Built the right way
Built around the rules you actually answer to. Designed around the conduct regulations agencies work under, and the records an audit actually asks for.
- Built for UK recruitment regulation
- Designed around the standards that govern the Conduct of Employment Agencies Regulations.
- REC-aligned recordkeeping
- Compliance and placement records structured around the evidence auditors ask for.
- GDPR-conscious by design
- Role-based access keeps sensitive candidate records need-to-know, not open to the whole team.
- Role-based access, built in
- From Consultant to Branch Manager — permissions that match how agencies are actually run.
Pricing
One license. Room to grow. One license per company, billed annually. No per-user pricing, ever — priced around the size of your operation, not your headcount.
AgencyOptix License
£3,495
/ year
Includes up to 100 active placements. £25 per additional placement / year after that.
Everything included
- Unlimited candidates & clients
- All 8 platform modules included
- Product updates included
- Secure cloud storage included
- Timesheets, Calendar & Forms & Records
- Email support
No catch. No per-user pricing, no cut-down starter tier. Larger operation or need something custom? Get in touch.
Questions
Before you ask, the honest answers. Pricing, data retention and what happens if you leave — the questions people actually ask before signing up.
How long do you keep our records?
For as long as your organisation needs — AgencyOptix never automatically deletes records, and retention isn't tied to whether your subscription is active. As the data controller, your organisation is responsible for setting retention periods in line with current statutory guidance. Work-seeker and hirer records must generally be kept for at least 1 year after your agency last provided services to them, under the Conduct of Employment Agencies and Employment Businesses Regulations 2003. Always check the latest guidance from the Employment Agency Standards Inspectorate for your specific obligations.
Who owns the data we put into AgencyOptix?
You do, outright — candidate records, placements, compliance checks, everything. We process it strictly on your instructions to run the platform, never use it for our own purposes, and never sell it. Full detail is in our Privacy Policy.
Is AgencyOptix GDPR compliant?
AgencyOptix is built around UK GDPR principles — encryption in transit, role-based access control, and appropriate safeguards for where data is hosted. Your organisation is the data controller and remains responsible for its own compliance; we act as processor under a data processing agreement. See our Privacy Policy for the full picture.
What happens to our data if we cancel?
You can export your records at any time while your account is active — candidate files, right-to-work checks, placement history, all in a standard format. We'd encourage doing that before your subscription ends. See our Terms of Service and Privacy Policy for the detail.
Can we cancel anytime?
Yes — cancel automatic renewal at any time before your renewal date and you won't be charged again. Because a Subscription Term gives full access from day one, fees already paid aren't refunded for cancelling partway through — see our Refund Policy for the full terms.
Is support included?
Yes, with an active license. Email support is included at no extra cost for as long as your subscription is active.
Resources
See all resourcesStart putting our industry experience to work.
Software & Buying Guides4 min read
Choosing compliance software when you're running more than one branch
A tool that works well for a single site can fall over quietly once a second or third branch is added — the failure mode is usually inconsistency, not an outright breakdown.
5 September 2026
Software & Buying Guides4 min read
Spreadsheets vs compliance software: when does an agency actually need to switch?
A spreadsheet isn't wrong for a small agency — it's wrong once nobody can say with confidence who's supposed to be checking it.
6 May 2026
Software & Buying Guides4 min read
Recruitment agency compliance software: what to actually look for
A long feature list is easy to produce in a sales deck. The features that actually matter are the ones that make a specific, recurring compliance risk visible before it becomes a problem.
24 February 2026
See it running on your own placements.
A live demo on your data, not a slide deck — most teams are live within a week.
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